AWM
IBTE

Alterna Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Alterna Wealth Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,115
Closed -$267K – 116
2024
Q3 		$267K Sell
11,115
-8,506
-43% -$204K 0.24% 77
2024
Q2 		$471K Buy
19,621
+5,014
+34% +$120K 0.41% 57
2024
Q1 		$350K Buy
14,607
+3,180
+28% +$76K 0.28% 64
2023
Q4 		$273K Buy
+11,427
New +$272K 0.33% 61

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Alterna Wealth Management's IBTE Position: Q4 2024 in Review

Alterna Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 11,115 shares — an estimated $267K sold.

Alterna Wealth Management first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $471K in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Alterna Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Alterna Wealth Management sold 11,115 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $267K.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Alterna Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $471K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Alterna Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.